Pulling submission data of the form using the AI Agent chatbot

It seems like the AI cannot pull the data or information of the submission from the form that it is linked to it. Is there any solution to this? We would like to know the details of the submission just by asking for it via ai chatbot.

To be clear, we are trying to use it to create a AI bot that can be used as a search like tool for submissions we're entering into a form for activities that happen with our clients so in the future we can quickly discover when certain things took place in the paste when a client asks us about changes, etc that were made.

We were originally going to use a google doc to do this but it seems Jotform can't read those no matter the share settings.

Is there any methodology we're not considering to accomplish our goal or is this unintended behavior of form submissions.

Hi Brandon,

Thanks for reaching out to Jotform Support. I'll need a bit of time to look into this. I'll get back to you as soon as I can.

Thanks for your patience, we appreciate it.

Hi Brandon,

To pull the submission data from your form using the AI Chatbot, you can copy the link your forms submission table that is set as Public and crawl it your AI Agent Knowledge base. Let me show you how:

1. In Form Builder, click on the Dropdown Arrow at the upper left side of the panel.
2. Select the Tables option in the App Menu and you will be redirected to the Jotform Table dashboard.
3. Hover your mouse over to other to the upper right corner of the panel and click on the Share button.
4. Then, click on the Share Settings button, select the Public Table option, click on the Go Back button and click on the Copy Link button.

After that, you will need to create an AI Agent directly in your form. Let me show you how:

1. Click on the Settings tab in the orange navigation bar and select the AI Chatbot tab on the left side menu.
2. Hover your mouse over and click on the Create AI Chatbot button.
3. In the AI Assistance Builder, click on the Train tab in the top navigation bar.
4. Under the Knowledge Base, select the Link option.
5. Enter your Jotform Table URL in the Input box and select the Enable in the Enable Periodic Recrawling.
6. Then, click on the Crawl button.

Take a look at the screencast of the result below:

Give it a try and let us know how it goes.

Thank you for that. We did the setup, however, it doesn't seem to pull all of the data. There are columns that were not being pulled, only the first 5 columns

Agent: https://www.jotform.com/agent/build/0196ee492c377c838e8b2078d5b4d38eac20/train/general

Hi Brandon,

I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

Reach out again if you have any other questions.

Hi Brandon,

To pull the data correctly, first create your API key by following this guide. Then, follow these steps:

1. In Agent Builder, click on Train in the top bar.

2. On the left panel, click on Knowledge Base.

3. In the Knowledge Base section, select Link from the list of options.

4. To find your Form ID, open your form and copy the numbers from the URL in your browser’s address bar.

5. Now, enter the following link, replacing {form_id} and {api_key} with your actual values: https://api.jotform.com/form/{form_id}/submissions?apikey={api_key}. And to finish, you can click on Save.

Give it a try and let us know how it goes.

Hello.

This is what I want with my Agent AI. But it doesn't work since I'm in the EU. Changing the given link to eu-api.jotform.com also result in an error (see below).

¿What it can be wrong?

Thanks a lot.

Enrique

Hi Enrique,

I tried adding a knowledge base to one of my test AI Agents the same way you did, and everything worked fine on my end. Check out the screencast below to see my results:

Can you try it again and see how it goes? If you run into the same issue again, let us know, and we'll do some more testing to see what's going on. 

And in order to thoroughly troubleshoot the issue you're experiencing, our team would like to clone your AI agent along with its associated knowledge base. By replicating your environment, we can more accurately diagnose the issue and work on a tailored solution. Rest assured that all data will be handled securely and used solely for troubleshooting purposes in line with our strict privacy and security policies. Once the issue is resolved, the cloned AI agent and all associated data will be deleted.

Can you confirm that we have your permission to go ahead with this process? If you have any questions or concerns, we’re here to help.

Once we hear back from you, we'll be able to move forward with a solution.

Thank you for your answer.

You have my permission to clone my AI Agent. There is something that I must do in order to do that?

I repeated the process and still same warning: "EU Safe Mode Redirect Notice" and "Account in EU Safe Mode: Use EU API Endpoint" but I'm using EU-API instead regular api.jotform.com

Hi Enrique,

I checked your AI Agent and can see that you're using an API Endpoint instead of the EU API endpoint. Take a look at the screenshot below:

I cloned your form to see if I could replicate the issue, but everything is working properly. Take a look at the screenshot result below:

Could you try again and make sure that you're using the correct API Endpoint?

Give it a try and let us know how it goes.